See the last visit, open actions, and pinned context before adding a new recap.
Private client recaps before context fades.
Client Visit Notes is a focused mobile notebook for independent consultants who need meeting recaps, next actions, and follow-up reminders without a bloated CRM.
Open a client, capture the visit summary in a structured template, and leave with the next touchpoint clear enough to trust later.
Consultant-first templates
Meeting context, decisions, blockers, next actions, and next
touchpoint.
Local client history
Searchable notes and follow-ups designed for quick prep before the
next visit.
Plain recap export
A readable meeting summary for handoff or personal records.
Workflow
The two-minute post-meeting rhythm.
The MVP keeps the capture path deliberately narrow: client, recap, action, reminder, export.
Use structured fields that reduce typing without turning the note into a project plan.
Attach follow-up reminders to the client timeline and export a summary when needed.
MVP surface
Small enough to ship, sharp enough to sell.
The paid wedge is a faster recap and follow-up system than scattered notes, email drafts, or lightweight CRM fields.
Last meeting date, next follow-up, open actions, and previous recap history.
Find clients, decisions, action text, blockers, and recap details from local history.
Generate a concise meeting recap with decisions, open questions, and next steps.
Positioning guardrails
Made for business visits, not regulated records.
The page and product copy stay aligned with the dossier: independent consultant meeting notes, local-first value, and clear export utility.
Day oneValidate recap template speed.
NextTest reminder usefulness per client.
Paid wedgeOffer templates, reminders, and export packs.